Bogart Wealth LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.7M | Buy |
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|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $9.15M | Buy |
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|
2024
Q3 | $8.78M | Sell |
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|
2024
Q2 | $8.72M | Buy |
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|
2024
Q1 | $8.11M | Buy |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $3.72M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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